IPG Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $575K | Buy |
2,124
+95
| +5% | +$28.3K | 0.1% | 129 |
|
|
2025
Q4 | $670K | Sell |
2,029
-400
| -16% | -$136K | 0.12% | 117 |
|
|
2025
Q3 | $839K | Buy |
+2,429
| New | +$735K | 0.15% | 100 |
|
|
2023
Q1 | – | Sell |
-1,595
| Closed | -$846K | – | 180 |
|
|
2022
Q4 | $846K | Buy |
1,595
+1,050
| +193% | +$556K | 0.24% | 55 |
|
|
2022
Q3 | $275K | Sell |
545
-56
| -9% | -$29.4K | 0.08% | 98 |
|
|
2022
Q2 | $309K | Sell |
601
-145
| -19% | -$72.8K | 0.08% | 108 |
|
|
2022
Q1 | $380K | Sell |
746
-50
| -6% | -$24.1K | 0.07% | 106 |
|
|
2021
Q4 | $400K | Sell |
796
-13
| -2% | -$5.88K | 0.07% | 125 |
|
|
2021
Q3 | $316K | Buy |
809
+18
| +2% | +$7.46K | 0.1% | 86 |
|
|
2021
Q2 | $317K | Sell |
791
-65
| -8% | -$25.9K | 0.09% | 102 |
|
|
2021
Q1 | $318K | Sell |
856
-9
| -1% | -$3.12K | 0.06% | 143 |
|
|
2020
Q4 | $303K | Buy |
865
+29
| +3% | +$9.72K | 0.07% | 121 |
|
|
2020
Q3 | $261K | Sell |
836
-50
| -6% | -$15.4K | 0.07% | 123 |
|
|
2020
Q2 | $261K | Buy |
886
+40
| +5% | +$11.5K | 0.09% | 104 |
|
|
2020
Q1 | $211K | Hold |
846
| – | – | 0.09% | 107 |
|
|
2019
Q4 | $249K | Buy |
+846
| New | +$221K | 0.08% | 112 |
|
|
2019
Q3 | – | Sell |
-846
| Closed | -$206K | – | 152 |
|
|
2019
Q2 | $206K | Sell |
846
-235
| -22% | -$56.5K | 0.08% | 130 |
|
|
2019
Q1 | $267K | Buy |
1,081
+235
| +28% | +$59.9K | 0.09% | 121 |
|
|
2018
Q4 | $211K | Sell |
846
-3,799
| -82% | -$1M | 0.08% | 128 |
|
|
2018
Q3 | $1.24M | Buy |
+4,645
| New | +$1.21M | 0.4% | 38 |
|
|
2016
Q1 | – | Sell |
-4,800
| Closed | -$565K | – | 133 |
|
|
2015
Q4 | $565K | Sell |
4,800
-1,200
| -20% | -$140K | 0.26% | 61 |
|
|
2015
Q3 | $696K | Buy |
6,000
+3,000
| +100% | +$359K | 0.32% | 55 |
|
|
2015
Q2 | $366K | Buy |
+3,000
| New | +$355K | 0.13% | 90 |
|
Other funds holding UNH
VCM
VPM
